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1,964 hedge funds and large institutions have $144B invested in Intuit in 2024 Q3 according to their latest regulatory filings, with 143 funds opening new positions, 813 increasing their positions, 705 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 143 | Existing positions closed: 123

15% more repeat investments, than reductions

Existing positions increased: 813 | Existing positions reduced: 705

0% more funds holding

Funds holding: 1,9631,964 (+1)

0.97% less ownership

Funds ownership: 83.95%82.98% (-0.97%)

7% less capital invested

Capital invested by funds: $154B → $144B (-$10.1B)

21% less call options, than puts

Call options by funds: $1.56B | Put options by funds: $1.97B

33% less funds holding in top 10

Funds holding in top 10: 8356 (-27)

Holders
1,964
Holders Change
+1
Holders Change %
+0.05%
% of All Funds
28.2%
Holding in Top 10
56
Holding in Top 10 Change
-27
Holding in Top 10 Change %
-32.53%
% of All Funds
0.8%
New
143
Increased
813
Reduced
705
Closed
123
Calls
$1.56B
Puts
$1.97B
Net Calls
-$416M
Net Calls Change
+$248M
Name Holding Trade Value Shares
Change
Change in
Stake
IEFM
1751
IQ EQ Fund Management
Ireland
$202K -$14K -22 -6%
OPW
1752
Osprey Private Wealth
New York
$202K +$207K +325 New
WIA
1753
World Investment Advisors
California
$201K +$207K +324 New
NA
1754
Navellier & Associates
Nevada
$201K
NL
1755
NWAM LLC
Washington
$200K -$23.6K -37 -10%
BCP
1756
Blue Chip Partners
Michigan
$198K -$638 -1 -0.3%
RTC
1757
Riverview Trust Company
Washington
$197K +$3.19K +5 +2%
HIIFS
1758
Harel Insurance Investments & Financial Services
Israel
$197K
LFG
1759
Larson Financial Group
Missouri
$186K +$53K +83 +38%
PAM
1760
Paradigm Asset Management
New York
$186K
GJWM
1761
Gilliland Jeter Wealth Management
Arkansas
$182K
HWM
1762
Hemington Wealth Management
Virginia
$174K -$21.1K -33 -10%
DIP
1763
DT Investment Partners
Pennsylvania
$174K +$21.7K +34 +14%
CCA
1764
Catalyst Capital Advisors
New York
$173K +$7.02K +11 +4%
CFGS
1765
Concourse Financial Group Securities
Alabama
$172K -$93.8K -147 -35%
PPC
1766
Park Place Capital
Alabama
$166K -$17.9K -28 -9%
CT
1767
Coastline Trust
Rhode Island
$165K -$54.3K -85 -24%
PCWA
1768
Pacific Capital Wealth Advisors
California
$165K +$2.55K +4 +2%
CM
1769
Capula Management
Cayman Islands
$161K +$166K +260 New
WSC
1770
Wellington Shields & Co
New York
$159K +$47.9K +75 +41%
HCP
1771
Hexagon Capital Partners
Arkansas
$156K -$3.19K -5 -2%
VCM
1772
Versant Capital Management
Arizona
$149K -$88.1K -138 -37%
DAM
1773
Delta Asset Management
Tennessee
$142K -$1.28K -2 -0.9%
CMBA
1774
C.M. Bidwell & Associates
Hawaii
$141K
MSG
1775
Main Street Group
Virginia
$140K -$638 -1 -0.4%

INTU Hedge Fund Activity: Q3 2024 in Review

1,964 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q3 2024, worth a combined $144B — down 6.5% from $154B a quarter earlier.

Buyers outnumbered sellers: 143 funds opened new INTU positions and 123 closed out — a net gain of 20 holders — while 813 added to existing stakes and 705 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $309M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $728M.

  • 1,964 institutional investors held Intuit (INTU) as of Q3 2024, up from 1,963 in Q2 2024.
  • Funds reported $144B of Intuit stock for Q3 2024, down 6.5% quarter-over-quarter.
  • 143 funds opened new Intuit positions in Q3 2024 and 123 closed out, a net change of +20 holders.
  • The largest Intuit buyer in Q3 2024 was International Assets Investment Management, an estimated $309M added.
  • The largest Intuit seller in Q3 2024 was T. Rowe Price Investment Management, an estimated $728M sold.

Based on aggregated 13F filings for Q3 2024.